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US Bancorp

1,849 hedge funds and large institutions have $60.9B invested in US Bancorp in 2024 Q4 according to their latest regulatory filings, with 262 funds opening new positions, 626 increasing their positions, 696 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more first-time investments, than exits

New positions opened: 262 | Existing positions closed: 90

40% more funds holding in top 10

Funds holding in top 10: 2535 (+10)

9% more capital invested

Capital invested by funds: $55.8B → $60.9B (+$5.09B)

8% more funds holding

Funds holding: 1,7121,849 (+137)

2.58% more ownership

Funds ownership: 78.2%80.79% (+2.6%)

10% less repeat investments, than reductions

Existing positions increased: 626 | Existing positions reduced: 696

20% less call options, than puts

Call options by funds: $435M | Put options by funds: $547M

Holders
1,849
Holders Change
+137
Holders Change %
+8%
% of All Funds
24.35%
Holding in Top 10
35
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+40%
% of All Funds
0.46%
New
262
Increased
626
Reduced
696
Closed
90
Calls
$435M
Puts
$547M
Net Calls
-$112M
Net Calls Change
-$117M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
701
Arete Wealth Advisors
Illinois
$1.66M +$780K +15,864 +84%
CS
702
Cannell & Spears
New York
$1.66M +$32.1K +653 +2%
IWM
703
Iams Wealth Management
Nebraska
$1.65M +$3.39K +69 +0.2%
WAP
704
Wealthcare Advisory Partners
Pennsylvania
$1.65M +$295 +6 +0%
LTI
705
Laffer Tengler Investments
Tennessee
$1.65M -$10.8M -219,548 -86%
IF
706
Intrua Financial
Texas
$1.64M -$331K -6,733 -16%
EAM
707
Eukles Asset Management
Ohio
$1.64M -$110K -2,231 -6%
PL
708
Parthenon LLC
Kentucky
$1.64M -$4.53K -92 -0.3%
SF
709
Summit Financial
New Jersey
$1.63M +$1.41M +28,628 +549%
ZI
710
ZEGA Investments
Florida
$1.62M +$1.63M +33,099 New
EF
711
Empowered Funds
Pennsylvania
$1.61M +$299K +6,079 +22%
BPA
712
Beacon Pointe Advisors
California
$1.61M -$35.1K -714 -2%
SIG
713
Sky Investment Group
Connecticut
$1.6M -$38.1K -775 -2%
IIM
714
INTECH Investment Management
Florida
$1.58M +$873K +17,740 +116%
HFM
715
Hartford Financial Management
Connecticut
$1.58M -$34.4K -700 -2%
GT
716
Greenleaf Trust
Michigan
$1.57M +$43.8K +890 +3%
PCG
717
Prosperity Consulting Group
Maryland
$1.57M -$5.56K -113 -0.3%
CFG
718
Chapman Financial Group
Hawaii
$1.57M +$1.61M +32,816 New
MIF
719
Mediolanum International Funds
Ireland
$1.57M +$1.6M +32,563 New
GAM
720
Gotham Asset Management
New York
$1.56M +$13.8K +281 +0.9%
GBT
721
Grove Bank & Trust
Florida
$1.56M +$253K +5,149 +19%
CAG
722
Csenge Advisory Group
Florida
$1.56M -$51.9K -1,055 -3%
CWM
723
Cedar Wealth Management
California
$1.55M
CIC
724
Cornercap Investment Counsel
Georgia
$1.55M -$59.3K -1,206 -4%
MAS
725
Meeder Advisory Services
Ohio
$1.55M -$37.6K -764 -2%

USB Hedge Fund Activity: Q4 2024 in Review

1,849 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in US Bancorp (USB) for Q4 2024, worth a combined $60.9B — up 9.1% from $55.8B a quarter earlier.

Buyers outnumbered sellers: 262 funds opened new USB positions and 90 closed out — a net gain of 172 holders — while 626 added to existing stakes and 696 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $548M. The largest seller was Viking Global Investors, cutting an estimated $451M.

  • 1,849 institutional investors held US Bancorp (USB) as of Q4 2024, up from 1,712 in Q3 2024.
  • Funds reported $60.9B of US Bancorp stock for Q4 2024, up 9.1% quarter-over-quarter.
  • 262 funds opened new US Bancorp positions in Q4 2024 and 90 closed out, a net change of +172 holders.
  • The largest US Bancorp buyer in Q4 2024 was Morgan Stanley, an estimated $548M added.
  • The largest US Bancorp seller in Q4 2024 was Viking Global Investors, an estimated $451M sold.

Based on aggregated 13F filings for Q4 2024.